Michael Byung Do Lee

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration

Active

Investment adviser registration

Active

Exams passed (7)

SIESeries 7Series 31Series 10Series 9Series 66Series 63

Registered states (1)

California

Years in the industry (source record)

19

Professional designations

Not yet retrieved from the source record

Disclosures

Copied from the official record

Current firm

From the firm record

Firm

Edward Jones

Firm CRD

250

SEC number

801-3297

Assets under management

$1.0T as of Jun 29, 2026

Website

www.twitter.com/EDWARDJONES ↗

Phone

314-515-2000

Firm location

St. Louis, MO, 63131

Employment history (24)

From the source registration record · current first

• Edward JonesCurrent

  Campbell, CA · IA capacity
  start not retrieved → present
• Edward JonesCurrent

  Campbell, CA · BC capacity
  start not retrieved → present
• Northwestern Mutual Investment Services,llc

  Campbell, CA · IA capacity
  Aug 17, 2023 → Sep 19, 2025
• Northwestern Mutual Investment Services, LLC

  Campbell, CA · BC capacity
  Aug 17, 2023 → Sep 19, 2025
• Prudential Financial Planning Services

  San Jose, CA · IA capacity
  Mar 9, 2023 → Jul 19, 2023
• Pruco Securities, LLC.

  San Jose, CA · BC capacity
  Mar 9, 2023 → Jul 19, 2023
• Merrill Lynch, Pierce, Fenner & Smith Incorporated

  San Jose, CA · IA capacity
  Jul 6, 2020 → Dec 16, 2022
• Merrill Lynch, Pierce, Fenner & Smith Incorporated

  San Jose, CA · BC capacity
  Jul 6, 2020 → Dec 16, 2022
• Comerica Securities

  San Jose, CA · IA capacity
  Jan 30, 2018 → Jul 6, 2020
• Comerica Securities

  San Jose, CA · BC capacity
  Jan 30, 2018 → Jul 6, 2020
• Scottrade Investment Management

  Saint Louis, MO · IA capacity
  Jan 27, 2017 → Jan 31, 2018
• Scottrade, Inc.

  Sunnyvale, CA · BC capacity
  Sep 8, 2016 → Jan 31, 2018
• Axa Advisors, LLC

  San Mateo, CA · IA capacity
  Jul 31, 2015 → Aug 30, 2016
• Axa Advisors, LLC

  San Mateo, CA · BC capacity
  Jul 30, 2015 → Aug 30, 2016
• Questar Asset Management, Inc.

  Santa Clara, CA · IA capacity
  Nov 26, 2014 → Jul 10, 2015
• Questar Capital Corporation

  Santa Clara, CA · BC capacity
  Nov 26, 2014 → Jul 10, 2015
• Signator Investors, Inc.

  Redwood City, CA · IA capacity
  May 19, 2014 → Sep 5, 2014
• Signator Investors, Inc.

  Redwood City, CA · BC capacity
  May 8, 2014 → Sep 5, 2014
• Td Ameritrade, Inc.

  San Mateo, CA · IA capacity
  Oct 5, 2007 → Jun 17, 2010
• Td Ameritrade, Inc.

  San Mateo, CA · BC capacity
  Oct 5, 2007 → Jun 17, 2010
• Amerivest Investment Management, LLC

  San Mateo, CA · IA capacity
  Oct 4, 2007 → Jun 17, 2010
• Ameriprise Financial Services, Inc.

  Houston, TX · IA capacity
  May 25, 2006 → Aug 4, 2006
• Ameriprise Financial Services, Inc.

  Houston, TX · BC capacity
  May 17, 2006 → Aug 4, 2006
• Dean Witter Reynolds Inc.

  Purchase, NY · BC capacity
  Sep 25, 1998 → Apr 26, 1999

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.